Inactive

Julian Grant Dibona

Gds Wealth Management

Flower Mound, TX

CRD 7954379

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Employer firm

Gds Wealth Management CRD 315934

$1.81B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Gds Wealth Management

2910 Lakeside Village Blvd, Flower Mound, TX 75022 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-07-18

TX RA
APPROVED

Since 2024-07-18

Branch Locations

2910 Lakeside Village Blvd, Flower Mound, TX 75022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Gds Wealth Management	Flowermound	TX	06/2024	Present
Lone Star High School	Frisco	TX	08/2016	05/2020
Southern Methodist University	Dallas	TX	08/2020	05/2024
Target	Plano	TX	11/2021	08/2022
Rubinbrown	Denver	CO	06/2023	07/2023

06/2024 → Present

Gds Wealth Management

Flowermound, TX
08/2016 → 05/2020

Lone Star High School

Frisco, TX
08/2020 → 05/2024

Southern Methodist University

Dallas, TX
11/2021 → 08/2022

Target

Plano, TX
06/2023 → 07/2023

Rubinbrown

Denver, CO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-17

S65 Uniform Investment Adviser Law Examination

2024-06-17

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

Nearby Investors

PAULA ANN CZAPKO

Trinidad Ochoa Stephens

WILLIAM LEE BOWLES

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLOWER MOUND, TX

EDWARD JONES · FLOWER MOUND, TX

EDWARD JONES · Flower Mound, TX

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